News Pathfinder in the News

Retirement planning centers on one crucial aspect: determining a safe withdrawal rate (SWR) from your retirement savings to ensure it lasts as long as needed.

There are many considerations when designing an estate plan that would meet your legacy goals and provide peace of mind to you and your family. In this article we share an estate planning checklist that covers the basics for everyone, as well as a downloadable PDF resource you can print.

In this article, we’ll go over a few steps to dial in spending habits and develop an effective budget that you can use as a retirement planning tool. While tracking spending can seem overwhelming at first – following a few simple steps over the course of a few months will result in an effective budget that can be adjusted to meet future goals.

This article discusses a few strategies for managing the tax implications of Required Minimum Distributions and minimizing one’s total lifetime tax paid.

In today’s increasingly data-driven world, protecting your digital identity has never been more important. This article discusses three best practices for increasing online security and protecting your digital identity.

As annual enrollment nears, making informed decisions about your company’s benefits is crucial. This period can be overwhelming for employees due to the many options available and the limited time to assess what suits their needs best. To help you maximize the value of your benefits, here are five key tips to consider during enrollment.

As we approach 2025, several changes will impact employer-sponsored retirement plans like 401(k)s and 403(b)s. These updates stem from SECURE Act 1.0, enacted in December 2019, and SECURE Act 2.0, which became law in late 2022. The Acts introduce various new provisions that will roll out over the coming years. It’s essential for business owners to understand these changes and communicate them effectively to employees to ensure compliance, optimize plan offerings, and keep the plan up to date.

Retirement is a major life shift that needs thorough planning. While saving up for your golden years is key, don’t forget about income planning. A strong income strategy can turn your retirement into a comfortable experience instead of one with financial stress.